Make a Gift

To make a donation to the Foundation please call 01935 810556.

Alternatively, you may wish to send us a cheque made payable to 'Sherborne School Foundation' using our Freepost address (no stamp required):

Gift Aid

By informing us that you wish us to reclaim tax via Gift Aid, the Foundation is able to make your donation worth more (as long as you are a UK taxpayer). Moreover, if you are a higher-rate taxpayer, you are able to claim tax back yourself.

A single Gift Aid declaration can apply to all past donations you have made (since April 2000) and to all future donations you make. 

On top of this, individuals paying tax at the 40 per cent rate can reclaim as much as £25 for themselves from the taxman for every £100 donated, by including details of their Gift Aid donations on their Self Assessment form.

Give by text

You can now make donations to the Foundation quickly and easily by sending a text from your mobile phone including the code SSAF90 and the amount you would like to give.

For example, if you wish to make a gift of £10, simply text the message:

SSAF90 £10

To the number:

70070

We will receive the donation via JustTextGiving.  Your network will not charge you for sending this message.

Gifts of Shares

Donating your shares to support our work is a simple way to give to Sherborne. It's also one of the most tax-effective ways of giving.

• You won't have to pay any capital gains tax on the shares you donate and you can claim income tax relief too.
• If you are a higher rate (40%) taxpayer you will be able to claim income tax relief equal to 40% of the value of the gift.
• If you are a highest rate (45%) taxpayer you will be able to claim income tax relief equal to 45% of the value of the gift.

In order to qualify for the tax relief, the shares or securities must be:

• listed or dealt on a recognised UK or foreign stock exchange
• units in authorised unit trusts
• shares in a UK open-ended investment company
• holdings in certain foreign collective investment schemes.

Tax relief applies to gifts of quoted shares and certain other qualifying investments by individuals and companies, whether resident or non-resident in the UK, when calculating their income or profits for tax purposes. This is in addition to the existing relief from Capital Gains Tax. The amount the donor can deduct is: the market value of the shares or securities at the date of disposal, plus any incidental costs of disposing of the shares. Donors can therefore claim relief at their top rate of tax on their Self Assessment or Corporation Tax return.

What are qualifying shares and securities?

Those listed or dealt in on a recognized stock exchange, whether in the UK or elsewhere, including shares traded on the Alternative Investment Market; units in an authorised unit trust; shares in a UK open-ended investment company; and holdings in certain foreign collective investment schemes (offshore funds).

How to donate a qualifying investment to the Foundation

• If you decide to donate stock to the Sherborne School Foundation (‘Foundation’) the first action is to move the stock from your name into the Foundation’s custodial account.
• Most of the work will be done by the Foundation Office, but there are certain actions that only you can take.
• Where the stock is held in certificate form you will be sent a stock transfer form to sign and return to the Foundation Office, together with the certificate(s)
• Where the stock is dematerialised (i.e. held in CREST, CGO or as an uncertificated holding in a Unit Trust) you should contact the Foundation Office and give details of the stock to be transferred, and the name of your broker/investment manager together with a contact name. In the case of a Unit Trust you should provide the account number of the holding
• For stock held in CREST or CGO you should authorise your broker/investment manager to accept instructions from the Foundation's investment managers to transfer the stock to their nominee
• For an uncertified Unit Trust you should ask the Unit Trust manager to prepare a stock transfer form for you to complete and return to the Foundation

If you are in any doubt about the actions you need to take please consult the Foundation Office.

Payroll giving

Your company may offer payroll giving.  Payroll giving means that your donation is deducted from your salary before tax, so each £1.00 you give will only cost you 78p, or 60p if you are a higher rate taxpayer.  Your Payroll or HR department will be able to provide you with details if they run this scheme.

Matched giving

Many companies will help charities through a matched giving scheme.  Some will match pound for pound, and others will even double match donations made to registered charities by its employees.  If you are making a gift to the Foundation, please check with your Payroll or HR department whether your company operates a scheme like this as it could make your donation worth even more to us.

Giving from Europe

If you live in Europe and would like to make a gift to the Sherborne Foundation, Transnational Giving Europe (TGE) offers you the opportunity to do so tax-efficiently in your own country.  Please see below for more details or call the Foundation office on +44 9135 810556.

Transnational Giving Europe

Transnational Giving Europe (TGE) is a partnership of leading European foundations and associations that facilitates tax-efficient cross-border giving within Europe. The TGE network enables donors, both corporations and individuals, resident in one of the participating countries, to financially support non-profit organisations in other member countries, while benefiting directly from the tax advantages provided for in the legislation of their country of residence.

TGE is currently operational for donations from and to Belgium, Bulgaria, France, Germany, Hungary, Ireland, Italy, Luxembourg, the Netherlands, Poland, Romania, Slovakia, Switzerland and the United Kingdom.

With TGE, cross-border donations receive all applicable tax benefits in the country where you pay tax. Partner foundations’ combined expertise in domestic tax laws secures the most effective tax treatment for your gift in both your own country and the recipient’s.

TGE carries out all administration relating to the tax deductibility of gifts. Depending on the country’s tax laws, TGE partners will fill in all relevant tax forms and deliver, whenever applicable, fiscal receipts testifying to the contribution made.

A 5 per cent fee is taken on the donated amount for gifts up to €50.000. For higher gifts, 1 per cent of the amount in excess of the €50.000 is charged. The maximum fee is €6500. These fees will help the TGE network find new partners to increase tax effective giving in all member states of the EU.

To make or receive (a) transnational gift(s) to the Sherborne Foundation, please contact the Sherborne Foundation on +44 1935 810556 or your national foundation (details below). The donated amount is paid into the national foundation’s account only after approval of the gift by both partner foundations involved.

Contact Details of the TGE partners

UK

T: +44-3000 123 332

E: [email protected]

Austria

Tel. : +43-(0)1-275 52 98-0

E [email protected]

https://www.stiftung-oesterreich.at/

Belgium

T: +32-2-549 02 31

E: [email protected]

Croatia

E [email protected]

http://europskazaklada-filantropija.hr/en/

Estonia

Phone: +372 615 5700

E [email protected]

www.oef.org.ee

France

T: +33-1-44 21 87 60

E: [email protected]

Germany

Tel. : +49 30 2838 7909

E [email protected]

http://www.maecenata.eu

Hungary

HU-3300 Eger Felvégi Str 53 Hungary

Tel: +36-36-516 750

E [email protected]

http://www.karpatokalapitvany.hu/en

Ireland

Community Foundation for Ireland

Due to legal and fiscal circumstances, the Community Foundation for Ireland will only operate as receiving partner, guaranteeing due diligence for Irish beneficiaries. Outgoing donations from Ireland will not be transferred through TGE. Foreign beneficiaries with Irish donors must register for Irish Charity Regulatory Authority and deal directly with their donations.

Contact: [email protected]

Italy

Tel. +39-02-36635131

E [email protected]

http://fondazionelangitalia.it

Luxembourg

Tel. : +352-274 748 1

E [email protected]

http://www.fdlux.lu

Prins Bernhard Cultuurfonds

Netherlands

 Tel. : + 31 20 5206130

 ***Note: Dutch donations to foreign organizations are not transferred through the TGE network, foreign organisations need to register as ANBI, please contact for more information

E [email protected]

http://www.cultuurfonds.nl

Poland

Tel. : +48-22-54 25 880

E [email protected]

http://www.fdp.org.pl

Portugal

Tel. : +351-213585200

E [email protected]

http://www.foriente.pt

Romania

Tel: +40 741 655 773

E [email protected]

http://www.szka.org

Slovakia

Tel: +421 55 6221152

E [email protected]

http://www.karpatskanadacia.sk

Slovenia

Tel. : +386 4 23 448 04

E [email protected]

http://www.skup.si

Spain

Tel. : +34 676 270 816

E [email protected]

https://empresaysociedad.org/

Switzerland

Tel: +41-22-732 55 54

E [email protected]

http://www.swissphilanthropy.ch

TGE partners can also be contacted for donations from and to other countries in or outside Europe.

More information on cross-border giving opportunities in Europe is available at: www.transnationalgiving.eu

Giving from The USA

The American Friends of Sherborne Inc (AFS), is a grant-making organization in the USA that supports education in the UK and has supported Sherborne School and Sherborne Girls for may years It has expressed an interest in supporting a number of innovative projects from the Schools in the coming years, including ongoing support of our Foundation Fellows. The organisation is highly valued by the schools and the American community can still feel connected by their incredible work in supporting a new era of students.

To donate to AFS please send a cheque to:

American Friends of Sherborne Inc, Chapel and York, 1350 Avenue of the Americas, Floor 2, Suite 266, New York, NY 10019